OLDER ADULTS TECHNOLOGY SERVICES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OLDER ADULTS TECHNOLOGY SERVICES INC (EIN 55-0882599)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-13
- IRS object ID
- 202202569349300925
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-13T11:35:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550882599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Older Adults Technology Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLDE | BusinessNameControlTxt |
| Phone | 7183601707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 7th Street 3A | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Kamber | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7183601707 | PhoneNum |
| Signature | 2022-09-06 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Kamber | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Kamber | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 7th Street 3A | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,527,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oats.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to harness the power of technology to change the way we age. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,035,803 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,583,493 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $727,247 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $944,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $500 | PYInvestmentIncomeAmt |
| CY Investment Income | $3 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,157 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,770,707 | PYTotalRevenueAmt |
| CY Total Revenue | $10,527,864 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,106,390 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,302,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $202,537 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,725,760 | PYOtherExpensesAmt |
| CY Other Expenses | $3,158,550 | CYOtherExpensesAmt |
| PY Total Expenses | $5,832,150 | PYTotalExpensesAmt |
| CY Total Expenses | $8,461,544 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $938,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,066,320 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,283,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,542,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $812,557 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,616,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,471,020 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,926,492 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The organization's mission is to harness the power of technology to change the way we age. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,968,579 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $944,368 | RevenueAmt |
| Desc | Senior Planet is the name of the award-winning set of program experiences through which Older Adults Technology Services (OATS) engages a diverse array of older adults and the organizations that serve them across America. Its world-class programming is delivered through a variety of channels,including in-person group settings, online sessions, and a toll-free contact center, with the aim of changing the way we age. Individual Senior Planet participants, through their collective commitment to "Aging with Attitude and active participation in these programs, undergo measurable changes in outlook and behavior that produce outcomes in specific dimensions of life: increased social connection,improved health, greater financial security, more active participation as citizens and advocates, and access to new pathways to creativity.While OATS itself delivers Senior Planet programs in person in several key US markets, the organization also offers a free licensing program that enables qualified community-based organizations in a growing number of states across America to provide in-person Senior Planet experiences to older residents in local urban, suburban, and rural communities. OATS provides the local organizations with "train the trainer" training, core Senior Planet curriculum, and ongoing support within a growing and collaborative network of institutions who share the aim of helping older people unlock the power of technology to improve their lives.2021 Key Projects:Engagements:Overall, OATS programs resulted in a total of 286,784 engagements through 7,097 program sessions, which averaged 40 participants per session. As part of its partnership with AARP's Virtual Community Center, Senior Planet delivered 20 large audience events that engaged 17,962 older participants.The Senior Planet contact center handled over 42,000 inbound and outbound phone calls to older adults around the country who needed help connecting to technology or seeking support to access criticalresources during the COVID pandemic. Typical call topics included the use of technology, such as Zoom, downloading apps, and questions about specific devices. The contact center also supported publicly funded projects that helped seniors engage with technology in meaningful ways, as a lifeline throughout a critical period of the pandemic marked by mandatory social distancing and increased isolation.Aging Connected:Aging Connected, a joint nationwide campaign between OATS and the Humana Foundation, continued into 2021 with the publication of Exposing the Hidden Connectivity Crisis for Older Adults, a report exploring broadband disparities among older adults. This report, which garnered national attention, revealed that 22 million older adults in the US lack wireline broadband access at home, a gap made more problematic by COVID-19's outsized health effects on older populations, especially in more marginalized communities. The study found a correlation between access to broadband and race, disability, health status, educational attainment, immigration, rural residence, and income.Senior Planet Licensing:In 2021, OATS successfully piloted its licensing program, which trains and supports other senior-serving organizations to deliver Senior Planet programs locally. In Q1, OATS trained six partners who, in turn, served 46 older adults through a 10-session virtual series on technology topics. As COVID restrictions were lifted later in the year, OATS trained seven partners, who then began delivering in-person programs in their communities. Through both pilots, OATS established partnership programs in the following seven states: Oregon, Washington, Colorado, California, Massachusetts, Pennsylvania, and Utah. Those organizations served over 100 unique older adults before the year's close. Building on the success of these two pilots completed in 2021, the program is poised for national expansion and anticipates serving well over a thousand older adults in 2022.Team Senior Planet Sponsored Athletes:For a second year, OATS chose five older adults out of more than 40 applicants to serve as "Senior Planet Sponsored Athletes." As a Sponsored Athlete, the five winners were invited to document their fitness experiences throughout the course of the year, sharing their stories on SeniorPlanet.org and hosting virtual events for the entire Senior Planet community. Launched in January 2020, the program redefines what is possible as we age and inspires seniors to stay fit and active over 60 by sharing inspirational stories of the selected athletes.Thought Leadership:SeniorPlanet.org was honored for Best Community Websites and Mobile Sites in the 25th Annual Webby Awards.Press highlights include The Today Show, The New York Times, The Washington Post, Vox, Forbes, NPR, Kaiser Health News, Vogue Japan, The Seattle Times, The San Francisco Chronicle, Fox 13 Seattle, Fox News, and more.OATS published the following content in top research journals and media outlets including, "Digital Inclusion of Older Adults During COVID-19: Lessons from a Case Study of Older Adults Technology Services (OATS)" published in the Journal of Gerontological Social Work in April 2021; "Technology: The 'Great Equalizer' of the 21st Century" published by Next Avenue in March 2021; and "Closing the Tech Divide Via Aging Connected" published in the American Society on Aging's Generations Now in March 2021.To learn more about OATS and its Senior Planet program, please visit www.oats.org and www.seniorplanet.org | Desc |
| Total Program Service Expenses | $6,968,579 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024346755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ginna Baik | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Heidi Margulis | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Amanda Del Balso Cantwell | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert DiMatteo | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jared Goralnick | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Neil Harrison | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anita L Holt | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lenard Kaye | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Abigail Stokes | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Aviva Sufian | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenny Wong | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Kamber | ||||||||
| OATS Executive Director | 40.00 | 0.00 | Yes (X) | $267,678 | $0 | $61,153 | Yes (X) | |
| Scott M Frisch | ||||||||
| Director & AARP EVP & COO | 1.00 | 40.00 | Yes (X) | $0 | $766,417 | $81,530 | ||
| Sarah Shaw | ||||||||
| Secretary & AARP SVP Legal | 1.00 | 40.00 | $0 | $348,178 | $72,727 | Yes (X) | ||
| Fred Fields | ||||||||
| Treasurer & OATS VP Strate | 40.00 | 0.00 | $212,501 | $0 | $62,552 | Yes (X) | ||
| Alexander Glazebrook | ||||||||
| Director - Operations | 40.00 | 0.00 | $145,888 | $0 | $37,116 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $626,067 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,114,595 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $315,078 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Berlin Rosen Ltd | |||||
| 15 Maiden Lane Suite 1600 | New York | NY | 10038 | Communications & Public Relations | $934,380 |
| SKDK (formerly SKDKnickerbocker) | |||||
| 1150 18th Street NW Ste 800 | Washington | DC | 20036 | Strategic Communications | $189,050 |
| Gillian Kaye | |||||
| 433 3rd Avenue Apt6B | Brooklyn | NY | 11215 | Consulting & Coaching Services | $110,400 |
| PMO Advisory LLC | |||||
| 41 Watchung Plaza Suite 186 | Montclair | NJ | 07042 | Mgmt. Training & Consulting | $102,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,136,152 | RelatedOrganizationsAmt |
| Government Grants | $3,057,963 | GovernmentGrantsAmt |
| All Other Contributions | $1,389,378 | AllOtherContributionsAmt |
| Total Contributions | $9,583,493 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training support | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $944,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $944,368 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $944,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3 | TotalRevenueColumnAmt |
| Exclusion | $3 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,527,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $944,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,666 | TotalAmt |
| Program Services | $358,572 | ProgramServicesAmt |
| Management And General | $67,151 | ManagementAndGeneralAmt |
| Fundraising | $100,943 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,019,369 | TotalAmt |
| Program Services | $3,278,197 | ProgramServicesAmt |
| Management And General | $679,504 | ManagementAndGeneralAmt |
| Fundraising | $61,668 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,595 | TotalAmt |
| Program Services | $88,975 | ProgramServicesAmt |
| Management And General | $16,923 | ManagementAndGeneralAmt |
| Fundraising | $697 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,646 | TotalAmt |
| Program Services | $265,346 | ProgramServicesAmt |
| Management And General | $50,276 | ManagementAndGeneralAmt |
| Fundraising | $7,024 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,718 | TotalAmt |
| Program Services | $265,882 | ProgramServicesAmt |
| Management And General | $50,460 | ManagementAndGeneralAmt |
| Fundraising | $11,376 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,158 | TotalAmt |
| Management And General | $70,158 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,250 | TotalAmt |
| Program Services | $33,000 | ProgramServicesAmt |
| Management And General | $54,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,736 | TotalAmt |
| Program Services | $1,140,351 | ProgramServicesAmt |
| Management And General | $88,385 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,861 | TotalAmt |
| Program Services | $804,861 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,132 | TotalAmt |
| Program Services | $128,849 | ProgramServicesAmt |
| Management And General | $13,283 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,303 | TotalAmt |
| Program Services | $156,376 | ProgramServicesAmt |
| Management And General | $1,873 | ManagementAndGeneralAmt |
| Fundraising | $2,054 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,280 | TotalAmt |
| Program Services | $253,271 | ProgramServicesAmt |
| Management And General | $59,730 | ManagementAndGeneralAmt |
| Fundraising | $16,279 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,208 | TotalAmt |
| Program Services | $2,866 | ProgramServicesAmt |
| Management And General | $839 | ManagementAndGeneralAmt |
| Fundraising | $503 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526 | TotalAmt |
| Program Services | $358 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $63 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,011 | TotalAmt |
| Management And General | $5,011 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,148 | TotalAmt |
| Program Services | $82,632 | ProgramServicesAmt |
| Management And General | $45,516 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183 | TotalAmt |
| Management And General | $1,183 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Telecommunication expen | $97,131 | $87,010 | $8,263 | $1,858 |
| Miscellaneous | $51,026 | $51,026 | ||
| Printing & postage | $22,844 | $20,262 | $2,510 | $72 |
| Taxes & licenses | $13,962 | $13,962 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,791 | TotalAmt |
| Program Services | $1,771 | ProgramServicesAmt |
| Management And General | $10,020 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,461,544 | TotalAmt |
| Program Services | $6,968,579 | ProgramServicesAmt |
| Management And General | $1,290,428 | ManagementAndGeneralAmt |
| Fundraising | $202,537 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,408 | BOYAmt |
| EOY | $3,764,046 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,194 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,856 | BOYAmt |
| EOY | $1,666,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,391 | BOYAmt |
| EOY | $186,898 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,289 | BOYAmt |
| EOY | $83,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,253,980 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,024,641 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,037 | BOYAmt |
| EOY | $229,339 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,402 | BOYAmt |
| EOY | $612,157 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,283,577 | BOYAmt |
| EOY | $6,542,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,078 | BOYAmt |
| EOY | $998,024 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,497 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,982 | BOYAmt |
| EOY | $618,468 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,557 | BOYAmt |
| EOY | $1,616,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,356 | BOYAmt |
| EOY | $4,600,894 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,664 | BOYAmt |
| EOY | $325,598 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,471,020 | BOYAmt |
| EOY | $4,926,492 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,283,577 | BOYAmt |
| EOY | $6,542,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,066,320 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$610,848 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,035,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,959,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,762,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,035,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,583,493 | CurrentTaxYearAmt |
| Total | $29,376,681 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,035,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,959,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,762,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,035,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,583,493 | CurrentTaxYearAmt |
| Total | $29,376,681 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,213,860 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,162,821 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3 | CurrentTaxYearAmt |
| Total | $1,699 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,157 | CurrentTaxYearMinus1YearAmt |
| Total | $56,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,434,897 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,199,298 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Reason for Public Charity Status, Line 7 | FormAndLineReferenceDesc |
| Explanation | For 2021, OATS has changed its reason for public charity status to line 7, from line 10, which better reflects their sources of support. Part II, Section C, Computation of Public Support Percentage, Line 15 The public support percentage for tax year 2020 has been recalculated for comparability based on an organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $87,250 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $87,250 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Lobbyists were retained to handle budget, regulatory and compliance issues of importance to OATS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,093,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $886,520 | DepreciationAmt |
| Book Value | $206,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,121 | DepreciationAmt |
| Book Value | $22,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $229,339 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Book Value | $612,157 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $612,157 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROU Operating Lease | Desc |
| Amt | $618,468 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $618,468 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,872,867 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $3,345,003 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,345,003 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,527,864 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,527,864 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,806,547 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,345,003 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,345,003 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,461,544 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,461,544 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | OATS has determined that there are no significant uncertain tax positions that require recognition or disclosure in the financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott M Frisch | ||||||||||||||
| Director & AARP EVP & COO | $0 | $552,539 | $0 | $212,636 | $0 | $1,242 | $0 | $58,493 | $0 | $23,037 | $0 | $847,947 | $0 | $0 |
| Sarah Shaw | ||||||||||||||
| Secretary & AARP SVP Legal | $0 | $267,762 | $0 | $78,557 | $0 | $1,859 | $0 | $58,493 | $0 | $14,234 | $0 | $420,905 | $0 | $0 |
| Thomas Kamber | ||||||||||||||
| OATS Executive Director | $265,846 | $0 | $0 | $0 | $1,832 | $0 | $10,634 | $42,987 | $7,532 | $0 | $285,844 | $42,987 | $0 | $0 |
| Fred Fields | ||||||||||||||
| Treasurer & OATS VP Strate | $211,692 | $0 | $0 | $0 | $809 | $0 | $8,468 | $34,231 | $19,853 | $0 | $240,822 | $34,231 | $0 | $0 |
| Alexander Glazebrook | ||||||||||||||
| Director - Operations | $145,723 | $0 | $0 | $0 | $165 | $0 | $5,829 | $23,563 | $7,724 | $0 | $159,441 | $23,563 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 5 | FormAndLineReferenceDesc |
| Explanation | Older Adults Technology Services participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenues. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | The Amended and Restated Bylaws became effective and superseded the October 7, 2014 Amended Bylaws of the corporation on January 1, 2021 when Older Adults Technology Services, Inc. (OATS) became an affiliated entity of AARP. The significant changes to the bylaws are: Article III - Sole Member The Corporation's Sole Member shall be AARP. Any appointment, determination or action designated in these bylaws to be made by the Sole Member shall be deemed made when evidenced in a writing signed (manually or electronically) by the Chief Executive Officer of AARP (or his or her designee). Unless provided otherwise herein, the Chief Executive Officer of AARP (or his or her designee) shall act as the Sole Member's authorized representative, and said officer's or designee's statements and actions shall be deemed to be those of the Sole Member. Article IV - Directors; Board Meetings 1. Powers and Duties. The Board shall have the general power to control and manage the affairs and property of the Corporation and to exercise all other powers necessary to "effect" (per NPCL 202(a)(16)) the purposes of the Corporation in accordance with the purposes and limitations set forth in the Certificate of Incorporation and herein, subject to applicable law and to the reserved powers of AARP set out in Article IV, Section 14 and elsewhere herein. The Board may delegate to committees of its own number, or to Officers, such powers as it may see fit, subject to applicable law and in accordance with the purposes and limitations set forth herein. 2. Classes of Directors and Term of Office. The Directors shall be divided into three (3) classes, designated as Class I, Class II and Class III. Directors in each Class shall ordinarily be appointed at an Annual Meeting to a two (2) year term, except as otherwise provided herein. Class I shall consist of at least one (1), and not more than two (2) Directors appointed to the Board by the Sole Member. Classes II and III shall be as nearly equal in number as possible, and shall consist of Directors nominated by the OATS Board, initially from among the OATS Directors in office immediately prior to the adoption of these bylaws, and appointed by the Sole Member. Notwithstanding the foregoing, Directors appointed on the Effective Date shall have the Class designation and initial terms specified in Attachment A hereto to ensure as much as possible that the Board is constituted with staggered terms with half of the Directors' terms expiring each year. 3. The Chairperson of the Board shall preside at all meetings of the Board, and perform all other duties incidental to the office of Chair and as from time to time may be assigned to him or her by the Board. The Chairperson shall exercise general supervision of the Board and shall be an ex-officio member of all committees. The Chairperson shall be assisted by a Vice Chair, who shall have such duties and responsibilities as may be assigned by the Board or by the Chairperson from time to time. The Chairperson and the Vice Chair shall each be nominated, and subject to the approval of the Sole Member, shall be elected at the Annual Meeting by the current Board and shall serve a one (1) year term. With the approval of the Sole Member, the Board may also establish other Board leadership positions. 4. Appointment. Successors to the class of Directors whose terms expire at the Annual Meeting shall be appointed to such class by the Sole Member, except as hereinafter otherwise provided for filling vacancies. Directors may also be appointed by the Sole Member at any regular or special meeting of the Board. To maintain classes of Directors as nearly equal in number as possible, the Directors so appointed shall, at the time of initial election, be designated as Class I, Class II or Class III Directors and shall serve until the next Annual Meeting at which the appointment of Directors for the relevant class is the regular order of business, which generally shall be an Annual Meeting, and until the appointment and qualification of his/her successor. All nominees for the Board must be sponsored by a current Board member, must be familiar with and support the workings of the Corporation, and must be approved by the Sole Member. Newly created directorships or any decrease in directorships shall be so apportioned among the class of Directors as to make all classes as nearly equal in number as possible, but in no case will a decrease in the number of Directors shorten the term of any incumbent Director. Each Director shall hold office until the expiration of the term for which he or she is elected or appointed, and until his/her successor has been elected or appointed and qualified. 5. Number; Qualification for Directors; Executive Director. The number of Directors constituting the entire Board shall be not less than four (4) and not more than sixteen (16), which number shall include the Executive Director (the Corporation's employed chief executive officer). The Executive Director shall serve as a Director of the Corporation ex-officio, but shall not be entitled to vote. As used in these By-Laws, the term "entire Board" shall mean the number of Directors that were appointed as of the most recently held appointment of Directors (including Directors holding-over). The number of Directors may be increased or decreased from time to time by the determination of the Sole Member, or by resolution of the Board, but such action by the Board shall require a vote of majority of the Board then in office and the approval of the Sole Member and no decrease shall shorten the term of any incumbent Director. Each Director shall be at least eighteen (18) years of age. 6. Resignation; Removal. Any Director may be removed from office at any time with or without cause either by (i) the vote of two thirds of the entire Board, which must also include the vote of all of the Class I Directors, or (ii) by action of the Sole Member. 7. Vacancies. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the Sole Member. The Directors so appointed shall, at the time of initial appointment, be designated as Class I, Class II or Class III Directors and serve until the next Annual Meeting at which the appointment of Directors for the relevant class is the regular order of business, which generally shall be an Annual Meeting, and until the appointment and qualification of his/her successor. A vacancy on the Board shall be deemed to exist on the occurrence of any of the following: (a) the death, resignation or removal of any Director; (b) an increase in the number of Directors by determination of the Sole Member; or (c) the failure of the Sole Member, at an Annual Meeting or other meeting at which Directors are to be appointed, to appoint the full number of Directors to be appointed at that meeting, provided, however, that if a predecessor continues in office until his or her successor is appointed to office, then no vacancy will be deemed to exist. 10. Special Meetings; Notice of Special Meetings. Special meetings of the Board may be held whenever called by the Sole Member, the Chairperson, any other Director or the Executive Director and shall be called by the Chairperson upon the written demand of the Sole Member or of not less than one-third of the members of the Board then in office, in each case at such time and place as shall be fixed by the person or persons calling such meeting, and, if not fixed, at the office of the Corporation. 14. Quorum; Voting; Actions Requiring Class I Director Approval. At all meetings of the Board, a majority of the Board of Directors then in office shall be necessary to constitute a quorum for the transaction of business and the act of a majority of the Directors present at any meeting at which there is a quorum shall be an act of the Board, except as may be otherwise specifically provided by law or by these By-Laws. If at any meeting there is less than a quorum present, a majority of those present may adjourn the meeting until a quorum is obtained. Notwithstanding any other provision of these bylaws, a separate unanimous vote by the Class I Directors shall be required to authorize the actions by the Corporation. Article V - Committees 1. Executive Committee. The Board, by resolution adopted by a majority of the entire Board, may create from among its members an Executive Committee and other committees, each consisting of three (3) or more Directors, and at any time may appoint additional or alternate Directors thereto. If an Executive Committee is created, it must include at least one Class I Director, and its authority shall be set forth in its Charter. |
| Form 990, Part VI, Section A, line 4 | Article VI - Officers Resignation; Removal. Any Officer or employee may resign at any time by giving written notice of such resignation to the Board. Such resignation shall take effect immediately. Subject to the Class I Director approval provisions of Article IV, Section 14, any Officer may be removed from office with or without cause by an affirmative vote of a majority of the Board at a duly constituted meeting of the Board. Any employee or agent hired by the Executive Director may be removed from office with or without cause by the Executive Director. Article XIII - Conflicts of Interest Policy; Other Policies The Corporation shall adopt a Conflicts of Interest Policy consistent with both the requirements of the NPCL to address conflicts of interest and related party transactions and the conflicts of interest policy of AARP. The Board has delegated oversight of the Conflicts of Interest Policy to the Audit Committee. Generally, the Audit Committee shall have oversight of all policies required to be adopted by the Corporation pursuant to the NPCL in light of its composition including at least three (3) Independent Directors. Article XIV -Amendments The By-Laws of the Corporation may be altered, amended or repealed only after written approval by the Sole Member and by either the unanimous consent of the Board of Directors, or by majority vote of the Directors then in office at the Annual Meeting or other duly called and held meeting of the Board, the written notice for which shall set forth the proposed alteration. |
| Form 990, Part VI, Section A, line 7a | The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates. |
| Form 990, Part VI, Section A, line 7b | The AARP Chief Executive Officer (or his or her designee) appoints and/or approves voting members of the OATS board of directors. Directors may also be appointed by the AARP Chief Executive Officer (or his or her designee) at any regular or special meeting of the Board. Any vacancy on the Board occurring during the year, including a vacancy created by an increase in the number of Directors, may be filled at any meeting of the Board by a determination of the AARP Chief Executive Officer (or his or her designee). All prospective members of the OATS board will be subject to the screening protocols for board members of AARP Affiliates. The By-Laws of the Corporation may be altered, amended or repealed only after written approval by the AARP Chief Executive Officer (or his or her designee) and by either the unanimous consent of the Board of Directors, or by majority vote of the Directors then in office at the Annual Meeting or other duly called and held meeting of the Board, the written notice for which shall set forth the proposed alteration. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the Older Adults Technology Services Executive Director, Group Controller, and other accounting management. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is electronically filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors) and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. |
| Form 990, Part VI, Section B, line 15 | Form 990, Part VI, Line 15a and b - Through its shared services agreement with AARP, OATS participates in AARP's enterprise wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation firm, internal criteria, and an individual's actual performance and contribution. Internal criteria are based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of OATS including the Executive Director. The total compensation package for executive positions is regularly benchmarked against comparable executive positions using independently published compensation survey data and independent executive consultants. The Executive Director's compensation package is reviewed and discussed by select board members and then approved by the Board Chair, who can enact changes to the compensation package. The compensation package for OATS executive management is also reviewed by the Board Chair who can enact changes to the compensation package. |
| Form 990, Part VI, Section C, line 18 | The organization provides copies of IRS Form 990 upon request by contacting the organization at (718) 360-1707 or email to info@oats.org. The Form 990 is also made available on its website. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy, and audited financial statements are available upon request. |
| Form 990, Part IX, line 11g | Other professional services: Program service expenses 1,140,351. Management and general expenses 88,385. Fundraising expenses 0. Total expenses 1,228,736. |
| Form 990, Part XI, line 9: | Prior year overstatement of grants receivable -478,297. Prior year understatement of depreciation expense -132,550. Rounding adjustment -1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP (consolidated) | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | Social welfare org. dedicated to persons over 50 years of age | DC | 501(c)(4) | N/A | N/A | 0 | |
| AARP Foundation | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520794300 | Public charity dedicated to person over 50 at social and economic risk | DC | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| Legal Counsel for the Eldery | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521194741 | Public charity providing legal assistance/education to DC elderly residents | DC | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| Wish of a Lifetime | |||||||||||
| 303 East 17th Ave Ste 850 | Denver | CO | 80203 | 262123649 | Shift how society values seniors by granting lifelong wishes | CO | 501(c)(3) | 509(a)(1) | 0 | AARP | |
| AARP Insurance Plan | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 526069387 | Grantor trust for AARP | DC | 501(c)(4) | N/A | 0 | AARP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AARP Services Inc (consolidated) | |||||||||
| 620 F Street NW | Washington | DC | 20004 | 522141065 | Marketing and Reasearch | DE | AARP | C | 0 |
| AARP Financial Services Corporation | |||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Cash Contributions | ||
| C | $5,136,152 | cash paid |
| AARP Inc - In-kind shared services | ||
| M | $3,345,003 | allocable cost |
| Andrus Insurance Fund Inc | ||
| R | $13,616 | insurance premium paid |
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